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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,724 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,973 | $58,726-86.4% | $92,240-91.4% | $62,293-87.2% |
| Participation rate | 81.3% | 68.3%+13.0pp | 76.5%+4.8pp | 69.5%+11.8pp |
| Annual return | 12.80% | 43.62%-30.8pp | 176.29%-163.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $786 | $2,392-67.2% | $3,680-78.7% | $2,042-61.5% |
| Participant deferral / active EE | $1,530 | $2,766-44.7% | $3,897-60.7% | $3,169-51.7% |
| Admin fee / account holder | $82 | $556-85.3% | $5,194-98.4% | $479-83.0% |